See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,557 | $83,477-4.7% | $125,175-36.4% | $72,985+9.0% |
| Participation rate | 86.2% | 73.3%+12.9pp | 79.8%+6.4pp | 69.5%+16.7pp |
| Annual return | 13.43% | 25.78%-12.3pp | 43.79%-30.4pp | 81.00%-67.6pp |
| Employer contribution / active EE | $1,332 | $2,345-43.2% | $3,865-65.5% | $2,440-45.4% |
| Participant deferral / active EE | $2,176 | $3,585-39.3% | $4,937-55.9% | $3,607-39.7% |
| Admin fee / account holder | $418 | $5,517-92.4% | $9,702-95.7% | $5,124-91.8% |